Define your ICPs

ICP Prioritization

[Use this framework to prioritize your ICP's]

ICP 2 (Kellen) represents the highest revenue potential with a TAM of $1.4 million. Based on adoption rates, revenue potential, and frequency of use, Smartlead should focus on ICP 2 and ICP 3, as they offer the best opportunities for scalable growth and sustained revenue.

Onboarding Teardown of Smartlead

Take screenshots of each page of the interface, note each interaction and user touchpoint, and assess based on user empathy:

1. Clear and Direct Value Proposition: The headline "Convert Cold Emails To Consistent Revenue" immediately communicates the core benefit of the product. It clearly addresses the user's goal of generating revenue through email outreach, making it easy for potential customers to understand the product's value right away.

2. Use of Visuals to Illustrate Features: The visuals in the top right, showing a sequence of tasks (e.g., warm-up mailboxes, email personalization, deal closures), provide a clear and engaging walkthrough of the entire process. This makes it easier for users to understand how Smartlead works at a glance, which is particularly beneficial for new users.

3. Strong Call to Action (CTA): "Start Your 14-Day Free Trial": The CTA is prominently displayed in green, standing out from the rest of the page. Offering a free trial helps eliminate the risk for users and encourages them to engage with the product without immediate commitment.Social Proof &

4. Credibility (Ratings): The high ratings (4.9/5 stars) featured on the page contribute to building trust and social proof. Positive ratings help establish credibility, particularly for ICPs who are likely looking for reliable, effective solutions.

1. Clear and Simple Call to Action: The "Start Your 14-Day Free Trial" button is clear and stands out. Offering a free trial upfront is a smart move because it lets users test out the platform without any commitment. It removes that hesitation, making it easier for customers to take that first step.
2. Easy Signup Form: The form is straightforward, asking for only essential details—name, email, password, and company URL. This simplicity makes the signup process feel quick and painless, which is exactly what you want for users eager to get started.
3. Instant Reassurance with Deliverability Info: Showing “Email Deliverability 100%” right next to the email warmup section is a great way to build trust. For anyone in cold emailing, deliverability is a huge concern, so seeing this upfront is a nice touch. It tells users that you’ve got them covered on one of their biggest pain points.
4. Social Proof with the CEO Quote
   The quote from the CEO adds a personal touch and helps build trust. For a new user visiting the page, it’s reassuring to see that the platform is trusted by other businesses, especially when it comes from someone leading a successful company in a related field.

1. Simple, Friendly Design: The design is clean, with plenty of white space and clear messaging, which makes the page easy to understand. It’s simple, and visually communicates that the next step is to check their email.
2. Clear Instructions: The message "We have sent you an email..." is straightforward, and it makes it obvious what the user needs to do next. The text is direct without any unnecessary clutter, making it easy for the user to understand the action required.
3. Re-send Option: The option to "Re-send activation email" is practical and customer-friendly. It reassures users who may have missed the email or if it ended up in spam. This feature removes frustration, offering users the chance to quickly fix any issues without leaving the page.
4. Error Message for Incorrect Email: The ability to correct a wrong email is a great feature. Having a visible error message when the email is incorrect allows users to make immediate changes without going through another signup process.

1. Clear Campaign Overview: The layout of the campaign list is simple and easy to follow. Users can quickly glance at key details like campaign names, status (Drafted, Sent, Completed), and basic metrics. The clarity of these elements is great for onboarding users who want to get started quickly without feeling overwhelmed.
2. Progress Indicators: The inclusion of progress indicators like 100% and the visual feedback for each campaign helps users track the completion of their tasks. For users new to the platform, this is a great way to visualize their progress and ensure they are on the right track, making the experience feel more manageable.
3. Actionable Metrics: Campaign performance is immediately accessible with the Sent, Opened, Replied metrics for each campaign. These key metrics are exactly what users need to gauge how their email campaigns are performing. Presenting them upfront makes the interface more user-friendly and gives users a quick snapshot of campaign success.
4. Call to Action (CTA): For each campaign, the “Go to Master Inbox” option is clear and actionable. It allows users to easily jump into their inbox for a deeper dive into responses or issues. This is a helpful feature, especially when users want to investigate responses or monitor the progress of their campaigns.
5. Search and Filters
   The search bar and the ability to filter by campaign status (Sent, Opened, Replied) are great additions. It allows users to quickly navigate through a large number of campaigns, which is particularly important for power users who may have many campaigns running simultaneously.

What is not working and why?

1. Signup Page

• "Where did you find us?" Field: This doesn't solve any usecase or offer any valur to the user and it delays the onboarding process.
• Lack of Immediate Clarification for Next Steps: The page is clear about checking email but doesn't tell users exactly what happens after clicking the verification link.

2. Verification Page (Email Confirmation)

• Confusing Terminology: The term "magic link" is a bit jargon-heavy and may confuse users who aren’t familiar with it.
• No Visual Confirmation of Email Sent: While the message says an email has been sent, there’s no confirmation indicator like a checkmark to visually reassure users that the email is on its way.
• No Clear Direction After Clicking the Link: While the page tells users to check their email, it doesn’t explain what will happen after they click the activation link.

3. Email Campaign Dashboard

• Cluttered Interface: The dashboard, while informative, could benefit from a bit more visual hierarchy. It’s easy to get overwhelmed by seeing too many metrics and campaigns at once.

What changes/improvements do you suggest can be made?

Major UI Change

1. Gradual Feature Reveal

One of the challenges with onboarding new users is overwhelming them with a complex dashboard view right from the start. The Smartlead dashboard offers a lot of powerful features, but showing them all at once can confuse and intimidate users, especially those who are new to cold email campaigns or unfamiliar with Smartlead’s full range of tools.

To address this, I propose a gradual feature reveal based on the user's progress in the onboarding flow. Instead of presenting the entire dashboard at once, we could start with a pop-up window guiding the user to complete the first simple action, such as adding an email account. This minimizes distractions and helps the user focus solely on one task at a time.

Why This Works

Step 1: Upon login, users would be greeted with a pop-up prompt or overlay directing them to the email accounts section, where they can begin adding their email accounts.

Step 2: Once an email account is added, the next feature (e.g., adding leads or setting up a campaign) can be revealed with a new, focused pop-up or guidance overlay.

Step 3: As the user progresses, we will continue revealing one feature at a time, such as the analytics dashboard, automated follow-ups, or campaign creation tools. This keeps the process intuitive and manageable, and the user isn’t bombarded with too many choices or complex tools at once.

This approach reduces cognitive overload and keeps the user focused on completing one task at a time. It allows for a step-by-step onboarding experience, ensuring that users feel a sense of accomplishment as they unlock new features. It makes the learning curve feel less steep, providing a more user-friendly way to explore the product’s full potential at a comfortable pace.

Minor Suggested Changes

• Remove or Make "Where Did You Find Us?" Optional: The "Where did you find us?" field during signup can feel like an unnecessary step for new users and may cause friction during the process. Removing this field or making it optional would simplify the signup process, reduce barriers, and ensure a smoother user experience from the start. This would also help improve conversion rates by preventing users from abandoning the signup form due to unnecessary fields.
• Clarify What Happens After Clicking the Verification Link: Once users click the email verification link, they might be uncertain about what happens next. To address this, adding a brief message like, "You’re all set! You’ll be directed to your dashboard to get started," will guide users and reduce any confusion. This clarification will make users feel more confident and provide a smoother transition into the next stage of onboarding.
• Simplify the Dashboard for Better Visual Hierarchy: The current dashboard can overwhelm users with too much information at once, especially during onboarding. By grouping related data into separate sections or tabs and offering filtering options, users can focus on the most relevant metrics without feeling overloaded. A more organized and simplified dashboard will help users navigate the platform with ease, leading to a better overall experience.

Where does the “aha” moment occur?

When the user sees their first successful email campaign running smoothly and generating positive replies. At this instance, user gets clarity and validtion of the platform that is actually automating their email outreach, saving them time and improving their effectiveness.

However, there are a few stages through it happens:

1. The First Campaign Sent

Once the user adds their email account, goes through the warm-up process, and sets up their first email campaign, they hit the "send" button and email stats start rolling in—open rates, click rates, replies—this is when they experience the "aha" moment. This is a clear indication that Smartlead is solving for email outreach automation.

2. Seeing the Power of Automated Follow-Ups

After the first campaign, Smartlead guides users to set up automated follow-ups. Here’s the key: the user doesn't have to lift a finger. The automated follow-up system kicks in, and leads who didn't respond to the first email are automatically re-engaged.

3. Email Deliverability: The Hidden Hero

For new users, deliverability is often a concern. They wonder whether their emails will land in the inbox or get sent straight to spam. Once Smartlead guides them through the warm-up process, their domain and emails get gradually introduced to the email ecosystem, building a positive sender reputation.

4. The Power of Analytics

After sending several campaigns and collecting some data, users look at the dashboard. Open rates, click-through rates, bounce rates, and replies—all these numbers suddenly come together to give users tangible insights into how their campaigns are performing.

Evaluate your onboarding on the cognitive biases.

1. Anchoring Bias

During onboarding, the first information users see—such as the value proposition, features, and signup options—can heavily influence how they proceed.

Example in this context: The value proposition ("Convert Cold Emails to Consistent Revenue") presented upfront anchors users by promising a clear outcome. However, if the next steps are unclear or the value isn’t immediately reinforced, users may lose focus.

2. Loss Aversion

In onboarding, users might hesitate to continue or take action if they feel there’s a risk involved (such as losing their time or the possibility of making mistakes).

For example, offering a free trial helps to mitigate the perceived loss since users don’t have to commit financially, reducing the potential risk of loss aversion.

3. Cognitive Bias: Social Proof

Throughout onboarding, social proof can play a huge role in guiding users through the process.

While onboarding in Smartlead, the CEO testimonial and star ratings on the landing page act as social proof, showing users that the platform is trusted by others and that it has a good reputation.

4. Confirmation Bias

During onboarding, if users are already inclined to think that cold emailing is effective or that email deliverability is a major issue, they’ll seek out information that confirms these beliefs.

The 100% deliverability statistic and warm-up features reinforce the user’s likely assumptions about the importance of deliverability, helping to confirm their expectations and strengthen their trust in the platform.

5. Cognitive Bias: The Halo Effect

The first few steps of onboarding create an impression that could carry through to the user’s overall perception of the product. The clean design and simple, focused sign-up process create a positive first impression that will carry through the rest of the onboarding experience.

6. Cognitive Bias: Scarcity

Offering a free trial creates a sense of scarcity. The user might feel that they need to use the trial within a certain time frame to gain full benefit. The 14-day free trial is an excellent use of the scarcity principle, motivating users to act quickly and explore the platform to make the most of their trial period.

Parameters to track your activation metrics:

1. D7, D14, and D30 Retention – Measures how many users return on Day 7, Day 14, and Day 30 to track engagement over time.
2. Onboarding Completion Rate – Tracks the percentage of users who complete key onboarding steps.
3. First Campaign Setup Time – Measures the average time taken to set up and launch the first campaign.
4. DAU/MAU (Daily Active Users / Monthly Active Users) – Shows how often users engage with the platform.
5. Feature Adoption Rate – Measures the percentage of users who engage with key features like email warmup and campaign analytics.
6. Conversion Rate from Free Trial to Paid Plan – Tracks the percentage of trial users who convert to paid customers.
7. User Engagement with Key Campaign Metrics (Replies, Opens, Clicks) – Measures positive replies, opens, and clicks per campaign.
8. Funnel Drop-Off Rate – Tracks where users drop off in the onboarding or campaign creation process.
9. Customer Satisfaction Score (CSAT) – Measures user satisfaction during the onboarding phase.
10. Net Promoter Score (NPS) – Measures the likelihood of users recommending Smartlead to others based on their onboarding experience.
11. Frequency of Campaign Interactions (Time Between Campaigns) – Measures the time between campaigns launched by users to gauge ongoing engagement.